Senior Relationship Manager – Retirement Plans (Remote)

Lincoln Financial Group; Radnor, Northern (Delaware County, KY); Hybrid; USD 100,000 - 225,000; Full time

Job summary

Lincoln Financial Group in the United States is seeking a Senior Relationship Manager to lead a seasoned service team and serve as the accountable point for client relationships. You will craft strategic plans, secure appropriate pricing and service offerings, and drive plan optimization with a client-centric focus.

The role emphasizes deep ERISA/IRS knowledge, FINRA licensing timelines, and licenses in Life & Health.

Qualifications

• 5+ years of experience in relationship management that directly aligns with the specific responsibilities for this role.
• Proven strong relationship management skills, ability to build rapport quickly, and proactive management of plan goals.
• FINRA S6 & S63- required within 90 days of hire
• Life & Health licenses- required within 120 days of hire
• Strong working knowledge of ERISA and IRS rules and regulations and how they impact retirement plans
• 4 year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in Business
• Ability to travel to clients up to 50% of time

Responsibilities

• Serves as a strategic partner to our large market retirement plan clients (over $250 million)
• Develops and delivers robust business plans to retirement plan clients, capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies and guidance on plan design
• Leads a robust and experienced internal service team
• Coaches and mentors other relationship managers to aid in the development of the overall team
• Uses your organizational and leadership skills to navigate through successful issue resolution
• Utilizes effective solution selling techniques to optimize new business opportunities, product enhancements, or areas that may improve profitability opportunities within existing relationships

Skills

Relationship mgmt

Strategic thinking

Mentoring

Travel readiness

Sales techniques

Education

Bachelor's degree in Business

Job description

Lincoln Financial Group in the United States is seeking a Senior Relationship Manager to lead a seasoned service team and serve as the accountable point for client relationships. You will craft strategic plans, secure appropriate pricing and service offerings, and drive plan optimization with a client-centric focus.

The role emphasizes deep ERISA/IRS knowledge, FINRA licensing timelines, and licenses in Life & Health.